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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,082 | $138,114-33.3% | $125,391-26.6% | $134,545-31.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.22% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $2,833 | $5,246-46.0% | $4,816-41.2% | $4,742-40.3% |
| Participant deferral / active EE | $9,633 | $7,801+23.5% | $7,448+29.3% | $6,401+50.5% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |